Head of Digital Sales

Designation: Head of Digital Sales - Inside Sales & Digital Relationship Business

Experience: 12 - 18 years in Inside Sales / Digital Relationship Management leadership, preferably in Financial Services, Fintech, Asset Management, or Phone Banking

Qualification: Graduate / Postgraduate in any discipline; MBA preferred

Location: Chennai

About The Role:

We are looking for a Head of Digital Sales to lead the Inside Sales Digital Relationship Business for FundsIndia B2C. This leader will build, scale, and run a high-performing, digitally-led inside sales organization that acquires, activates, and grows client relationships remotely, driving revenue and AUM growth while upholding the highest standards of compliance and client suitability.

Must Have (Skills/Exposures/Certifications):

- Proven leadership experience running large Inside Sales / Tele-sales or Phone Banking teams, preferably in Financial Services, Fintech, or Asset Management.

- Strong track record of building and scaling digital relationship management or remote advisory businesses.

- Hands-on experience with CRM, dialer, and sales productivity/analytics platforms in a target-driven environment.

- Sound understanding of mutual fund, wealth, or broking products and the digital investor journey.

- Working knowledge of SEBI and AMFI regulatory requirements, KYC, and suitability norms applicable to sales and advisory processes.

- Demonstrated ability to lead, coach, and retain large, geographically distributed or centralized-hub sales teams.

What You'll Own:

- Lead and scale the Inside Sales Digital Relationship Business for FundsIndia B2C, owning revenue, AUM, and client acquisition targets.

- Design and continuously refine the digital relationship coverage model, call/contact strategy, and lead-to-conversion funnel.

- Build, hire, and develop a high-performing team of team leaders, relationship managers, and tele-callers.

- Define sales playbooks, scripts, and pitch frameworks tailored to digital and phone-based client engagement.

- Partner closely with Marketing, Product, and Digital teams to optimize lead generation, quality, and conversion.

- Track and drive productivity metrics - calls, conversion rates, activation, AUM/revenue per RM - through robust MIS and dashboards.

- Institutionalize a strong sales performance management system, including incentive design, goal-setting, and review cadence.

- Ensure full adherence to SEBI, AMFI, and internal compliance requirements, including suitability and mis-selling controls, across the sales process.

- Drive adoption of CRM, dialer, and sales-enablement technology to improve efficiency and client experience.

- Present regular business reviews, forecasts, and performance updates to senior leadership.

What You'll Bring:

- A strong, demonstrable track record of leading Inside Sales, Tele-sales, or Phone Banking businesses at scale.

- Deep understanding of financial services, fintech, or asset management sales processes and client lifecycle.

- A digital-first mindset with experience running remote/virtual relationship management models.

- Strong analytical and data-driven decision-making ability, comfortable with sales funnel and productivity metrics.

- Excellent people leadership skills, with experience building and motivating large teams in a target-driven culture.

- Strong stakeholder management skills to collaborate across Marketing, Product, Compliance, and senior leadership.

Is This You?:

- 12 - 18 years of experience in Inside Sales, Tele-sales, or Digital Relationship Management leadership roles.

- Mandatory leadership experience in Financial Services, Fintech, Asset Management, or Phone Banking.

- Proven experience scaling revenue and client acquisition through a digital/tele-channel led sales model.

- Strong people leadership experience, having managed teams of significant scale (50+ preferred).

- Comfortable working with CRM, dialer, and sales analytics/reporting tools in a metrics-driven environment.

- Based in or willing to relocate to Chennai.

- A growth mindset with the ability to thrive in a fast-paced, high-ownership environment.